We are live on ! Find out more
HIG icon

Hartford Financial Services

787 hedge funds and large institutions have $21.7B invested in Hartford Financial Services in 2022 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 280 increasing their positions, 255 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 52

20% more capital invested

Capital invested by funds: $18.1B → $21.7B (+$3.63B)

7% more funds holding

Funds holding: 734787 (+53)

10% more repeat investments, than reductions

Existing positions increased: 280 | Existing positions reduced: 255

0.2% more ownership

Funds ownership: 90.46%90.66% (+0.2%)

27% less call options, than puts

Call options by funds: $122M | Put options by funds: $168M

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
787
Holders Change
+53
Holders Change %
+7.22%
% of All Funds
12.65%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
120
Increased
280
Reduced
255
Closed
52
Calls
$122M
Puts
$168M
Net Calls
-$45.4M
Net Calls Change
-$7.72M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
551
CoreCap Advisors
Michigan
$261K +$247K +3,437 New
TF
552
TimeScale Financial
Massachusetts
$260K +$72 +1 +0%
Los Angeles Capital Management
553
Los Angeles Capital Management
California
$260K
RIA
554
Realta Investment Advisors
Delaware
$258K +$7.2K +100 +3%
BTW
555
Boston Trust Walden
Massachusetts
$258K
AIA
556
Affinity Investment Advisors
California
$255K +$242K +3,360 New
FRM
557
Fox Run Management
Connecticut
$254K -$521K -7,230 -68%
EIP
558
Epoch Investment Partners
New York
$254K
TC
559
Telemus Capital
Michigan
$254K -$19.9K -277 -8%
MCA
560
Magnolia Capital Advisors
Mississippi
$250K +$238K +3,300 New
SWP
561
Stratos Wealth Partners
Ohio
$248K -$144K -1,997 -38%
VIM
562
Vista Investment Management
Pennsylvania
$247K -$15.8K -220 -6%
SFA
563
Sequoia Financial Advisors
Ohio
$244K +$231K +3,213 New
HPC
564
HM Payson & Co
Maine
$243K +$10.5K +146 +5%
GJIC
565
Gamble Jones Investment Counsel
California
$240K
PCMC
566
Paragon Capital Management (Colorado)
Colorado
$239K +$227K +3,158 New
MNBTD
567
Moody National Bank Trust Division
Texas
$237K +$225K +3,129 New
YIA
568
YHB Investment Advisors
Connecticut
$236K +$224K +3,117 New
PWM
569
Perigon Wealth Management
California
$236K +$224K +3,110 New
LNC
570
Lincoln National Corp
Pennsylvania
$235K +$223K +3,102 New
MAS
571
Meeder Advisory Services
Ohio
$235K +$223K +3,101 New
IWA
572
IVC Wealth Advisors
Pennsylvania
$234K +$222K +3,087 New
BAM
573
Belpointe Asset Management
Nevada
$234K +$40.5K +563 +22%
HS
574
Horan Securities
United States
$231K +$4.54K +63 +2%
AIM
575
Avity Investment Management
Connecticut
$231K +$220K +3,050 New

HIG Hedge Fund Activity: Q4 2022 in Review

787 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q4 2022, worth a combined $21.7B — up 20% from $18.1B a quarter earlier.

Buyers outnumbered sellers: 120 funds opened new HIG positions and 52 closed out — a net gain of 68 holders — while 280 added to existing stakes and 255 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $406M. The largest seller was Nuveen, cutting an estimated $125M.

  • 787 institutional investors held Hartford Financial Services (HIG) as of Q4 2022, up from 734 in Q3 2022.
  • Funds reported $21.7B of Hartford Financial Services stock for Q4 2022, up 20% quarter-over-quarter.
  • 120 funds opened new Hartford Financial Services positions in Q4 2022 and 52 closed out, a net change of +68 holders.
  • The largest Hartford Financial Services buyer in Q4 2022 was T. Rowe Price Associates, an estimated $406M added.
  • The largest Hartford Financial Services seller in Q4 2022 was Nuveen, an estimated $125M sold.

Based on aggregated 13F filings for Q4 2022.